EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA

Class 009: Downloadable computer software and computer application software for use in budgeting, managing money, and recording and tracking financial transactions for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for being used for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for managing payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information.; Downloadable computer software and computer application software being used for accessing databases, providing data analysis, creating data models, adjusting portfolio parameters, and providing recommendations based upon the foregoing for use on desktop computers, laptops, computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for online security and authentication, namely, account and identity management, security measures, and electronic safeguards protecting online accounts; Class 042: Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information, for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for accessing deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions through linking accounts, accessing accounts and financial databases, analyzing financial data, generating predictions and forecasts being used to provide financial advice based on such data, and providing data-driven recommendations; Providing temporary use of online non-downloadable software and applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for online bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for financial planning and management, investment portfolio construction, and retirement planning and related applications being accessed by the user for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of online non-downloadable software and applications for tax planning and tax-related applications being used to calculate taxes; Enabling computer software and application hosting services, namely, hosting software programs and applications for use by others for managing, organizing, and sharing financial and investment data on a global computer network.; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Computer security consultancy being monitoring of computer systems for security purposes, namely, provide monitoring of broker, credit card and other financial accounts for security and identity threats; Computer security consultancy being providing financial fraud and identity theft protection services.

Providing web-based, automated and customized personal financial wealth management services, namely, customized management of an individual's investment, banking and other personal financial accounts; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services, namely, financial administration of retirement plans; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Financial services, namely, investment portfolio construction; Financial advisory services rendered using artificial intelligence to assess, measure, and rate retirement and investment accounts; Consulting services, in the field of analyzing and improving retirement and investment accounts; Providing an interactive web site featuring technology that enables users to assess, measure, and rate retirement and investment accounts; providing an interactive web site featuring technology that enables users to construct plans to improve retirement and investment account performance; providing an interactive website that uses artificial intelligence to assess, measure, and rate retirement and investment accounts; providing an interactive website that uses artificial intelligence to improve retirement and investment account performance

Financial investment analysis; financial planning analysis; personal finance analysis in the nature of providing information in the field of personal finance; investment and equity plan management; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; provision of financial information; providing financial management services via computer and communication networks; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, equity plan management; investment management services; wealth management services; providing financial information pertaining to personal finance, investments and retirement planning, via computer and communication networks, including global computer networks, mobile devices and online services; Financial record keeping services for retirement and investment accounts; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of managing equity plans; Providing temporary use of online non-downloadable software applications for use in the field of equity plan management; providing temporary use of online non-downloadable software applications for accessing financial account information; providing a website featuring technology that enables users to customize the management of an individual's equity plan

Providing electronic transmission of secure e-mail; providing electronic message and email notification alerts via the internet and mobile networks; Providing internet access to content, websites and internet portals for the identity management and for the digital identification and authentication of identity data; providing access to global computer networks for the identity management and for the digital identification and authentication of identity data; providing access to electronic communications networks in the nature of a global computer network for the identity management and for the digital identification and authentication of identity data; transmission of information via wireless or cable networks for the identity management and digital identification and authentication of identity data; providing user access to the internet, namely, internet service providers for the identity management and digital identification and authentication of identity data; providing internet access to information via data networks for the identity management and for the digital identification and authentication of identity data; providing telecommunication connections to a global computer network or databases for the identity management and for the digital identification and authentication of identity data; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing user authentication of electronic funds transfer and electronic check transactions, namely, providing multi-factor user authentication services using out-of-band technology for e-commerce transactions; identification verification services, namely, providing authentication of personal identification information and transmitting such information via email, text or telephone, namely, providing user authentication services for e-commerce transactions

Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts; providing financial information pertaining to personal finance, , investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction; Financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, portfolio construction, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, credit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers

Downloadable computer software for use in the field of personal finance, investments and accounting; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to request and manage financial retirement plans; Downloadable computer software for use by financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Providing a website to manage investment and retirement accounts; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Wealth management services; Providing information pertaining to personal finance, investments and retirement planning, through electronic means; Financial services, namely, investment portfolio construction.; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching, analyzing, and managing investments of individuals, by electronic means.; "SYSTEM"; Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in retirement and tax planning; Providing temporary use of online non-downloadable software and applications for maintaining, managing and reporting financial information and investment portfolios; Providing temporary use of online non-downloadable software and applications for use by financial service providers to request and manage financial retirement plans; Providing temporary use of online non-downloadable software and applications for use by financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing

Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing transactions and savings; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by advisors to obtain balance information and other data about funds and accounts; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; providing financial management services via computer and communication networks; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; investments and retirement planning, through electronic means; financial services, namely, investment portfolio construction; Financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, portfolio construction, and retirement planning; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, personal bills and expense accounts, and other online financial transaction providers

Downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, , investments, and accounting; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing transactions and savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, , investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by advisors to obtain balance information and other data about funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts.; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, , investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction; Financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, portfolio construction, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, personal bills and expense accounts, and other online financial transaction providers

Downloadable electronic newsletters, guides, articles, and papers in the nature of articles in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software, namely, computer software for use in creating and managing of personalized financial strategies; Downloadable software, namely, computer software for use in accessing information in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial transactions, payments, expenses and billing; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in accessing news websites, in the nature of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities information websites, and online financial services websites; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; Financial planning analysis; personal finance analysis in the nature of providing information in the field of personal finance; Providing information in the fields of personal finance, financial planning, and financial trends; Provision of financial information; Financial planning services; Providing financial information consisting of financial news, information, and advice via global computer networks, mobile devices and online services; Financial services in the nature of providing financial information, namely, analyzing account, transaction, and balance information from financial institutions; Providing business information in the field of business news and business information, and providing business advice in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities for business purposes, all provided via computer networks, and global computer networks; Compiling financial information for business purposes; Providing business information via a website; Providing information and news in the field of business; Information services relating to business matters; financial records management, namely, financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; "PERSONAL DASHBOARD"; Providing temporary use of online non-downloadable software and applications for use in accessing calculators for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for managing financial investments for use in the fields of financial planning and management, and retirement planning; Providing temporary use of non-downloadable computer software and applications for performing queries and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding financial account balances and financial transactions; providing customized computer searching services, namely, searching and retrieving information at the customer's specific request via the Internet in the nature of retrieving account, transaction, and balance information from financial institutions

Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial transactions and personal savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing transactions and savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, , investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by advisors to obtain balance information and other data about funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts.; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks;; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, , investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction; Financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; BENEFITS; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, portfolio construction, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, personal bills and expense accounts, and other online financial transaction providers.

Downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial transactions and personal savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing transactions and savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, , investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by advisors to obtain balance information and other data about funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts.; Electronic transmission of mail and messages; electronic messaging; educational electronic messaging services for transmission of financial information; electronic and digital transmission of voice, data, images, signals, and messages; Providing customized personal financial information, namely, customized financial information for an individual's investment and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Provision of financial information; Providing information pertaining to personal finance, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; COMMUNICATIONS ENGINE; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, portfolio construction, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, personal bills and expense accounts, and other online financial transaction providers

Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial transactions and personal savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing transactions and savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, , investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by advisors to obtain balance information and other data about funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts.; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks;; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, , investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction; Financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; FINANCIAL; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, portfolio construction, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, personal bills and expense accounts, and other online financial transaction providers.

Downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial transactions and personal savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by advisors to obtain financial account balance information and other data about investment funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio construction, portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security in the nature of encrypting data and user authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information in the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and financial retirement fund management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks;; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction; Financial record keeping services for administration and management purposes for retirement and investment accounts; Database management; business management of an online database where individuals may store financial, retirement and investment related data; financial and financial investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, portfolio construction, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications of others for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, personal bills and expense accounts, and other online financial transaction providers

Financial administration of employee pension plans and retirement plans; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and an online computer database in the field of the financial administration of employer-sponsored defined contribution and defined benefit plans; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, financial planning for retirement, and financial planning services, all via computer and communications networks; provision of financial information; providing financial management services via computer and communication networks; providing online investment advisory services; investment advisory services; financial planning services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; wealth management services; providing financial information pertaining to personal finance, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; none of the foregoing to include services relating to mortgages or mortgage lending

Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and the financial aspects of retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals by electronic means; SOCIALLY RESPONSIBLE

Providing online, non-downloadable electronic newsletters delivered by email in the field of financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage; Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, banking, investments, and accounting; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions and savings; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts; Downloadable electronic newsletters in the field of financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; retirement fund investment services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic transaction services via computer and communication networks, namely, processing debit card transactions; providing online investment advisory services; investment advisory services; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities being stocks, exchange traded funds, and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for banking, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers.

Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards for use in retirement and tax planning; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers,laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing by allowing the software user to access databases, providing data analysis, creating data models, adjusting portfolio parameters, and providing recommendations based upon the foregoing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for online security and authentication, being account and identity management, security measures, and electronic safeguards protecting online accounts; Providing web-based, automated and customized personal financial wealth management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website featuring information in the fields of personal finances being to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services being banking services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services being banking services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction financial services being secure commercial transactions and payment options via computer and communication networks; Providing online banking service; Providing bill payment services via a website on computer and communication networks; Electronic payment services involving electronic processing and subsequent transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services, namely, financial administration of retirement plans; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction being management; Database management; management being provision of an online computer database in the field of finances where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing, namely, financial planning; "FINANCIAL"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information, for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions through linking accounts, accessing accounts and financial databases, analyzing financial data, generating predictions and forecasts based on such data, and providing data-driven recommendations; Providing temporary use of online non-downloadable software and applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for online banking, bill payment and electronic payment applications; Providing temporary use of online nondownloadable software and applications for use in financial planning and management, investments, investment portfolio construction, and retirement planning and related applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use by others for managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Computer security consultancy being monitoring of computer systems for security purposes, namely, provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Computer security consultancy being providing financial fraud and identity theft protection services

Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, investment portfolio construction, retirement planning, and tax planning; Providing web-based, automated and customized personal financial wealth management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website featuring information in the fields of personal finances being to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services being banking services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services being banking services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction financial services being secure commercial transactions and payment options via computer and communication networks; Providing online banking service; Providing bill payment services via a website on computer and communication networks; Electronic payment services involving electronic processing and subsequent transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services, namely, financial administration of retirement plans; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction being management; Database management; management being provision of an online computer database in the field of finances where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing, namely, financial planning; "INVESTMENT"

Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for obtaining access to a web site which provides news, information and online financial services; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing by allowing the software user to access databases, providing data analysis, creating data models, adjusting portfolio parameters, and providing recommendations based upon the foregoing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for online security and authentication, being account and identity management, security measures, and electronic safeguards protecting online accounts; Providing web-based, automated and customized personal financial wealth management services, namely, customized management of an individual's investment, and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website featuring information in the fields of personal finances being to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction financial services being secure commercial transactions and payment options via computer and communication networks; Providing bill payment services via a website on computer and communication networks; Electronic payment services involving electronic processing and subsequent transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services, namely, financial administration of retirement plans; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial services, namely, investment portfolio construction being management; Database management; management being provision of an online computer database in the field of finances where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing, namely, financial planning; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information, for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for accessing deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions through linking accounts, accessing accounts and financial databases, analyzing financial data, generating predictions and forecasts based on such data, and providing data-driven recommendations; ; Providing temporary use of online non-downloadable software and applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for online bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, investment portfolio construction, and retirement planning and related applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use by others for managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Computer security consultancy being monitoring of computer systems for security purposes, namely, provide monitoring of broker, credit card and other financial accounts for security and identity threats; Computer security consultancy being providing financial fraud and identity theft protection services

Providing a website featuring blogs in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; 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investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Financial planning, namely, creating personalized strategies utilizing diversity, equity and inclusion data; providing financial information pertaining to personal finance, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Investment research; Financial research; Financial analysis and research services; Financial research; Information, advisory, consultancy and financial research services relating to finance and investments; Venture capital financing; Providing venture capital, development capital, private equity, and investment funding; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services;, namely, the creation of strategies for debt management, savings, and budgeting; Estate planning; Gender inclusive estate planning; Estate and financial planning for the LGBTQ+ community; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Consulting services in the fields of employee benefit plans; Advisory services in the fields of employee benefit plans; Financial services offered via computer and communication networks, including digital wallet services; Financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; 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Providing temporary use of online non-downloadable software for the creation of personalized financial strategies; Providing temporary use of online non-downloadable software for debt management, savings strategies, and budgeting; Providing temporary use of on-line non-downloadable computer software for use as a digital wallet

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Downloadable computer software for use as a digital wallet; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund being private equity funds management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account financial management services, financial investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic transaction services via computer and communication networks, namely, processing debit card transactions; providing online investment advisory services; investment advisory services; retirement funds investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Financial planning, namely, creating personalized strategies utilizing diversity, equity and inclusion data; providing financial information pertaining to personal finance, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial Investment research; Financial research; Financial analysis and research services; Information, advisory, consultancy and financial research services relating to finance and investments; Venture capital financing; Providing venture capital, development capital, private equity, and investment funding; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, the creation of strategies for debt management, savings, and budgeting; Estate planning; Gender inclusive estate planning; Estate and financial planning for the LGBTQ+ community; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Consulting services in the fields of employee benefit plans; Advisory services in the fields of employee benefit plans; Financial services offered via computer and communication networks, including digital wallet services, namely, namely, establishing funded accounts used to purchase goods and services on the Internet; Financial record keeping services for namely, organizing and indexing electronic databases of financial and investments records for others for retirement and investment accounts; Database management; management being provision of an online computer database in the field of finances where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Market research; Business research; Market analysis and research services; Providing business information in the field of employee benefits; Providing temporary use of online non-downloadable software and applications in the nature of calculators for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for budgeting, managing money by accessing, maintaining, managing and reporting financial information, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for managing, organizing, and sharing financial and investment data for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable computer software and applications for performing queries and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Collaborative computer programming events for others in the nature of hackathons; Providing temporary use of online non-downloadable software using artificial intelligence and machine learning for education in the fields of finance, retirement, investments, personal finance, and wealth management; Software as a service (SAAS) services featuring software using artificial intelligence and machine learning for education in the fields of finance, retirement, investments, personal finance, and wealth management; Providing temporary use of online non-downloadable software for accessing, maintaining, managing and reporting financial information for the creation of personalized financial strategies; Providing temporary use of online non-downloadable software for accessing, maintaining, managing and reporting financial information for debt management, savings strategies, and budgeting; Providing temporary use of on-line non-downloadable computer software for use as a digital wallet

"CAPITAL CASH"

(Based on Use in Commerce) Providing a website featuring resources, namely, non-downloadable publications in the nature of guides, articles, and research papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online resource guides in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Entertainment services, namely, providing podcasts in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; (Based on Intent to Use) Downloadable software for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable software for processing and managing financial transactions; Downloadable software for managing financial records; Downloadable software for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; Downloadable software for the electronic exchange and management of financial, banking, investing, and personal net worth data; Downloadable software for maintaining, managing and reporting financial information and investment portfolios; Downloadable software for use by financial service providers to obtain investment transaction and account information; Downloadable software for initiating, processing and tracking financial transactions; Downloadable software for use in obtaining access to a web site which provides news, information and online financial services; Downloadable software for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable software for authenticating users and controlling access to and communications with computers and mobile devices; Downloadable software for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; (Based on Use in Commerce) Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; Providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, lenders, and personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Financial administration of retirement plans administration services; Investment management services; Wealth management services; Investment consultancy; Providing information pertaining to personal finance, savings, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; Providing an online searchable database featuring financial information in the fields of personal finance, savings, investments and retirement; Providing information and research in the field of finance and financial investments to individuals by electronic means; Financial investment analysis; Providing information in the field of personal finance; (Based on Use in Commerce) Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; Providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; (Based on Use in Commerce) Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, financial planning, financial services, and investing; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the fields of personal finance, financial planning, financial services, and investing; Providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; Providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, lenders, personal bills and expense accounts, and other online financial transaction providers

Class 035: Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; Providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; Class 036: Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; Providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, lenders, and personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Financial administration of retirement plans administration services; Investment management services; Wealth management services; Investment consultancy; Providing information pertaining to personal finance, savings, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; Providing an online searchable database featuring financial information in the fields of personal finance, savings, investments and retirement; Providing information and research in the field of finance and financial investments to individuals by electronic means; Financial investment analysis; Providing information in the field of personal finance; Class 041: Providing a website featuring resources, namely, non-downloadable publications in the nature of guides, articles, and research papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online resource guides in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Entertainment services, namely, providing podcasts in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Class 042: Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, financial planning, financial services, and investing; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the fields of personal finance, financial planning, financial services, and investing; Providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; Providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, lenders, personal bills and expense accounts, and other online financial transaction providers

Class 035: Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; Providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; Class 036: Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; Providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, lenders, and personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Financial administration of retirement plans administration services; Investment management services; Wealth management services; Investment consultancy; Providing information pertaining to personal finance, savings, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; Providing an online searchable database featuring financial information in the fields of personal finance, savings, investments and retirement; Providing information and research in the field of finance and financial investments to individuals by electronic means; Financial investment analysis; Providing information in the field of personal finance; Class 041: Providing a website featuring resources, namely, non-downloadable publications in the nature of guides, articles, and research papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online resource guides in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Entertainment services, namely, providing podcasts in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Class 042: Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, financial planning, financial services, and investing; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the fields of personal finance, financial planning, financial services, and investing; Providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; Providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, lenders, personal bills and expense accounts, and other online financial transaction providers

Providing a website featuring resources, namely, non-downloadable publications in the nature of guides, articles, and research papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online resource guides in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Entertainment services, namely, providing podcasts in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable software for processing and managing financial transactions; Downloadable software for managing financial records; Downloadable software for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; Downloadable software for the electronic exchange and management of financial, banking, investing, and personal net worth data; Downloadable software for maintaining, managing and reporting financial information and investment portfolios; Downloadable software for use by financial service providers to obtain investment transaction and account information; Downloadable software for initiating, processing and tracking financial transactions; Downloadable software for use in obtaining access to a web site which provides news, information and online financial services; Downloadable software for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable software for authenticating users and controlling access to and communications with computers and mobile devices; Downloadable software for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; Providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, lenders, and personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Financial administration of retirement plans administration services; Investment management services; Wealth management services; Investment consultancy; Providing information pertaining to personal finance, savings, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; Providing an online searchable database featuring financial information in the fields of personal finance, savings, investments and retirement; Providing information and research in the field of finance and financial investments to individuals by electronic means; Financial investment analysis; Providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; Providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, financial planning, financial services, and investing; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the fields of personal finance, financial planning, financial services, and investing; Providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; Providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, lenders, personal bills and expense accounts, and other online financial transaction providers

Downloadable software for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information, all in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information, all in the field of financial services; Downloadable software for processing and managing financial transactions; Downloadable software for managing financial records; Downloadable software for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; Downloadable software for the electronic exchange and management of financial, banking, investing, and personal net worth data; Downloadable software for maintaining, managing and reporting financial information and investment portfolios; Downloadable software for use by financial service providers to obtain investment transaction and account information; Downloadable software for initiating, processing and tracking financial transactions; Downloadable software for use in obtaining access to a web site which provides accessing news websites, financial information websites, and online financial services websites; Downloadable software for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable software for authenticating users and controlling access to and communications with computers and wireless mobile devices; Downloadable software for use in managing online security and authentication of online bank accounts, bank account and identity management, and managing electronic safeguards for protecting online accounts in the nature of managing data encryption of financial data; Downloadable electronic newsletters, guides, articles, and papers in the nature of articles, all in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities

Downloadable software for accessing, maintaining, managing and reporting financial information in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information, all in the fields of personal finance, financial planning, financial services, and investing; Downloadable software for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information, all in the field of financial services; Downloadable software for processing and managing financial transactions; Downloadable software for managing financial records; Downloadable software for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; Downloadable software for the electronic exchange and management of financial, banking, investing, and personal net worth data; Downloadable software for maintaining, managing and reporting financial information and investment portfolios; Downloadable software for use by financial service providers to obtain investment transaction and account information; Downloadable software for initiating, processing and tracking financial transactions; Downloadable software for use in obtaining access to a web site which provides accessing news websites, financial information websites, and online financial services websites; Downloadable software for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable software for authenticating users and controlling access to and communications with computers and wireless mobile devices; Downloadable software for use in managing online security and authentication of online bank accounts, bank account and identity management, and managing electronic safeguards for protecting online accounts in the nature of managing data encryption of financial data; Downloadable electronic newsletters, guides, articles, and papers in the nature of articles, all in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities

Providing a website featuring resources, namely, non-downloadable publications in the nature of guides and articles in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; entertainment services, namely, providing podcasts in the fields of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable electronic publications in the nature of newsletters, guides and articles in the fields of finance, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; downloadable video recordings in the fields of finance, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; downloadable podcasts in the fields of finance, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Database management; financial records management, namely, financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information in the field of business news and providing advice in the field of finance, financial planning, investment, retirement, financial analysis, financial research, financial market news, global financial trends, and investment opportunities all via computer networks, the Internet, and wireless mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matters; Providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "CURRENCY"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, financial planning, financial services, and investing; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data, all in the fields of personal finance, financial planning, financial services, and investing; Providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; Providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Providing a website featuring technology enabling users to retrieve, aggregate, and analyze personal bills and expense account, transaction, and balance information from banks and other financial institutions, lenders and other online financial transaction providers; software as a service (SAAS) services featuring software for automating and customizing investments in the fields of retirement, securities, mutual funds, and annuities, for customers; software as a service (SAAS) services featuring software for automating and customizing financial portfolio management; retrieving information at the customer's specific request via the Internet, namely, retrieving account, transaction, and balance information from banks and other financial institutions

Investment management services in the fields of pension funds and retirement funds; Insurance and reinsurance underwriting services in the fields of life, property, casualty, accident and health insurance; Financial services, namely, financial planning for retirement; financial planning for retirement; financial planning and financial counseling for planning retirement; consulting and advisory services, namely, financial planning for retirement; Financial administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans; fund investment services of pension plans, defined contribution plans, defined benefit plans and money purchase plans; Providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; Providing others with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; Financial administration of employee benefit plans and pension plans and providing automated financial information in the field of employee benefit plans and pension plans; Providing financial information in the field of employer-sponsored defined contribution and defined benefit plans; Underwriting and financial administration of individual and group annuities; Financial administration of retirement plans and group pensions; Providing counseling and consulting in the field of financial, retirement, and insurance benefits; underwriting health and life insurance and annuities; "LIFE ASSURANCE COMPANY"

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; 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Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for providing information about employee benefit and retirement plans; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for use in the fields of employee benefit and retirement plans and financial wellness; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for use in accessing information regarding employee benefits plans and insurance plans, benefits and insurance providers, and related documentation; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of data in the fields of employee benefit and retirement plans and financial wellness; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for modeling, recording, organizing, calculating, reporting, displaying, analyzing, evaluating, comparing, predicting, and updating financial data, business data, and human resources data, all for use in the fields of employee benefits, retirement planning, and financial planning and modelling; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in retirement planning; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and services in the fields of employee benefits, retirement planning, pension and retirement plans, and financial planning and modelling; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of employee benefits, retirement planning, pension and retirement plans, and financial planning and modelling; Downloadable software in the nature of a mobile application for financial administration of employee benefits plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; Downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution and defined benefit plans; Investment advisory and consulting services in the field of corporate retirement plans and defined benefit plans; Advisory services relating to benefit plans concerning standard insurance and finance benefit plans featuring medical, dental, and institutional insurance, and life insurance including short term disability, long term disability, critical illness insurance, accidental death and dismemberment insurance; Consulting services in the field of financial administration of employee benefit and retirement plans; Providing counseling and consulting in the fields of financial, healthcare, and insurance benefits; Development and management of employee benefits programs in the fields of employee benefits, estate planning, retirement planning, and insurance; Consulting services in the field of processing, administering and managing employee insurance, retirement, and financial benefits plans; Providing counseling, consulting, and administration of employee benefit plans concerning insurance and brokerage facilitation; Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; Financial advisory and consulting services, namely, profit sharing contribution modelling; Financial advisory and consulting services, namely, retirement plan reporting and disclosure services; Advisory services in the field of employee benefits for group healthcare and executive insurance offered to employees; Providing financial information in the fields of employee benefits, retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, retirement plans, and financial planning and modelling; Providing information in the field of employer-sponsored defined contribution and defined benefit plans; Providing an interactive website and online computer database featuring information in the field of employer-sponsored defined contribution and defined benefit plans; Providing others with educational information and other information in the fields of employee benefit plans, financial planning, and financial retirement planning; Providing online financial information in the fields of employee benefit plans, financial planning, and financial retirement planning; Administration of employee benefit plans and retirement plans and providing automated information in the field of employee benefit plans and retirement plans; Providing employee benefits information accessible via a global computer network, namely, administration of employee benefits plans accessible via a global computer network; Financial planning and investment advisory services; Administration of actuarial services; Business consultation regarding the administration of employee benefit and retirement plans; Management and business consulting services in the field of employee benefit and retirement plans and financial wellness; Business analysis and consulting services, namely, development of human resources plans for employers that encompass the full spectrum of employee insurance and benefits, retirement, and financial wellness plans; Business advisory services, consultancy, and information; Business advice and information relating to finance and insurance; Business consulting services in the financial service and insurance industries; Providing temporary use of online non-downloadable software and applications for use in the fields of employee benefit and retirement plans and financial wellness; Providing temporary use of online non-downloadable software and applications for use in accessing information regarding employee benefits plans and insurance plans, benefits and insurance providers, and related documentation; Providing temporary use of online non-downloadable software and applications for modeling, recording, organizing, calculating, reporting, displaying, analyzing, evaluating, comparing, predicting, and updating financial data, business data, and human resources data, all for use in the fields of employee benefits, retirement planning, and financial planning and modelling; Providing temporary use of online non-downloadable software and applications for providing information about employee benefit, health, and retirement plans; Providing temporary use of online non-downloadable software and applications for use in retirement planning; Providing temporary use of online non-downloadable software for use in the field of financial services; Providing temporary use of online non-downloadable software and applications for the electronic exchange and management of data in the fields of employee benefit and retirement plans and financial wellness; Providing temporary use of online non-downloadable software and applications for use in obtaining access to a web site which provides news, information, and services in the fields of employee benefits, retirement planning, pension and retirement plans, and financial planning and modelling; Providing temporary use of online non-downloadable software and applications for financial administration of employee benefits plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; Providing temporary use of online non-downloadable software and applications for providing database access to information in the field of employer-sponsored defined contribution and defined benefit plans; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial data, business data, and human resources data, all for use in the fields of employee benefits, retirement planning, and financial planning and modelling; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of employee benefits, retirement planning, and financial planning and modelling

Providing a website featuring blogs, guides, articles, and papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Financial investment analysis; Financial planning analysis; Personal finance analysis; Providing information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Individual retirement account services; Provision of financial information; Financial planning services; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Compiling financial information for business purposes; Providing business information via a website; Providing information and news in the field of business; Information services relating to business matters; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes

Downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, banking, investments, and accounting; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable software applications for trading securities; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions and savings; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic transaction services via computer and communication networks, namely, processing debit card transactions; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; directing orders for securities trades by means of computer software applications for the purpose of directing the trades to the best location for executing such orders; "ADVISORY GROUP"; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for banking, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers

Providing a website featuring blogs and non-downloadable publications in the nature of guides, articles, and papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Financial investment analysis and advisory services; Financial planning analysis and advisory services; Personal finance analysis in the nature of providing information in the field of personal finance; and advisory services; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; financial services, namely, providing financial planning and advisory services pertaining to savings, investments, retirement, and financial wellness; investment advisory services; financial planning services; providing financial information pertaining to personal finance, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Provision of financial information; Providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Compiling financial information for business purposes; Providing business information via a website; Providing information and news in the field of business; Information services relating to business matters; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning; Business advisory services, consultancy and information; "ADVISORY SERVICES"

Fund investment services in the field of retirement plans; Investment services, namely, investment management services for funding retirement; Retirement services, namely, investment advisory services, financial planning and financial administration of retirement plans; Financial planning services for retirement, insurance, mutual funds and synthetic annuity products; Investment management and distribution of annuities in conjunction with mutual funds or collective investment trusts; Issuance and administration of annuities in conjunction with mutual funds or collective investment trusts; Providing financial information the fields of personal finance, financial planning, investments, retirement, and financial trends; Retirement investment and savings advisory services; Provision of financial information

Fund investment services in the field of retirement plans; Investment services, namely, investment management services for funding retirement; Retirement services, namely, investment services, financial planning and financial administration of retirement plans; Financial planning services for retirement, insurance, mutual funds and synthetic annuity products; Investment management and distribution of annuities in conjunction with mutual funds or collective investment trusts; Issuance and administration of annuities in conjunction with mutual funds or collective investment trusts; Providing financial information the fields of personal finance, financial planning, investments, retirement, and financial trends; Retirement investment and savings advisory services; Provision of financial information

Investment management and distribution of annuities in conjunction with mutual funds or collective investment trusts; issuance and administration of annuities in conjunction with mutual funds or collective investment trusts; providing financial information the fields of personal finance, financial planning, investments, retirement, and financial trends; Retirement financial advisory services; Provision of financial information; investment services, namely, investment management services for funding retirement; financial planning services for retirement utilizing insurance, mutual funds and synthetic annuity products

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downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for obtaining access to a web site which provides news, information and online financial services; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in for portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable Authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, developing security measures, and creating electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, and papers in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software in the nature of a mobile application for retirement plan participant access to financial records related to employer-sponsored defined contribution plans and defined benefit plans provided through government agencies and employers; Downloadable software in the nature of a mobile application for retirement plan financial record keeping for participants with regard to plans distributed to institutions, government agencies, and employers; Downloadable software in the nature of a mobile application for financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; Downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution and defined benefit plans; Downloadable software for financial record keeping and retirement fund management; Investment advisory services; Investment advice; Investment and retirement fund management services; Financial investment advisory services; Investment brokerage; Investment consultation; Funds investment; Insurance brokerage services; Insurance and reinsurance underwriting services in the field of life, property, casualty, accident and health; Brokerage services for mutual funds, life insurance, and annuities; Financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services; financial Consulting and brokerage services for others in the fields of employee benefits, estate planning, insurance, and annuities; financial Administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; Providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; Providing others with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; Pension fund and retirement plan financial management services; Financial services, namely, underwriting and administering annuities; financial Administration of employee benefit plans and pension plans; Financial services, namely, financial administration of deferred compensation, retirement plans and investment options; consulting services in the field of financial administration of retirement plans and fiduciary representative compliance; financial administration of employee pension plans and retirement plans; providing financial information in the field of employer-sponsored defined contribution and defined benefit plans; providing an interactive website and online computer database featuring financial information in the field of employer-sponsored defined contribution and defined benefit plans; underwriting, issuance and administration of individual and business-owned life insurance; annuity underwriting and investment management of and distribution of annuities; insurance underwriting in the field of term life insurance; individual retirement account services; mutual fund investment, brokerage and distribution; providing financial information in the nature of online monthly statements and confirmation statements relating to deferred compensation and 401(k) plans to customers; insurance underwriting and administration in the areas of medical, dental, vision, life, disability and health care plan services, including prepaid health care plans and reinsurance, all provided to groups and individuals; underwriting and administration of individual and group annuities; financial administration of retirement plans and group pensions; Providing financial consulting in the field of financial, healthcare, and insurance benefits; financial advisory services in the field of employee benefits for group healthcare and executive insurance offered to employees; financial Advisory services relating to benefit plans concerning standard insurance and finance benefit plans featuring medical, dental, and institutional insurance, and life insurance including short term disability, long term disability, critical illness insurance, accidental death and dismemberment insurance; financial administration of health savings accounts; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, providing online savings and checking accounts, issuing ATM and debit cards; credit card payment processing services; providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing electronic cash, credit card, and debit card transaction processing services via computer and communication networks; Providing online banking services; Providing bill payment and bill payment processing services via computer and communication networks; Electronic processing of bill payment data for others being bill payment services; investment advisory services in the nature of Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing financial information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Business advice and information relating to finance and insurance; Business consulting services in the financial service and insurance industries; Business research in the financial services and insurance industries; Referrals in the field of investment advice and financial planning; Business risk assessment services; Business advice and analysis of markets; Providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Marketing for insurance services; Marketing for financial services, namely, marketing for investment management, financial management, financial analysis, consultation, management and planning services; Management of an online database where individuals may store financial, retirement, health savings, and investment related data; Database management; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matters; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans for institutions, government agencies, and employers; financial record keeping for services provided solely to institutions, government agencies, and employers for regulatory compliance purposes; enrollment processing services being administration of employer-sponsored defined contribution and defined benefit plans provided to institutions, government agencies, and employers; financial record keeping services for health savings accounts provided to institutions, government agencies, and employers; Enrollment processing services being administration of employees into employer-sponsored defined contribution and defined benefit plans; financial record keeping of retirement plans and group pensions; Providing an on-line database where users store financial, retirement, and investment data; Records management services, namely, organizing and indexing of financial and investments records for others; "LIFE & ANNUITY INSURANCE COMPANY"; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; Providing temporary use of online non-downloadable software applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software applications for banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software applications for financial planning and management, managing investments, and retirement planning; Providing temporary use of online non-downloadable software applications for tax planning; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Platform as a service (PAAS) featuring computer software platforms for enrolling in employee benefit plans via the Internet and for administering employee benefit plans via the Internet; Providing temporary use of non-downloadable computer software for enrolling employees in financial and insurance benefit plans; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers

(Based on Use in Commerce) Providing a website featuring blogs and non-downloadable publications in the nature of guides, articles, and papers in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; (Based on Intent to Use) Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software, namely, computer software for use in creating and managing of personalized financial strategies; Downloadable software, namely, computer software for use in accessing information in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software, namely, computer software for use in maintaining, managing and reporting personal finance accounts; (Based on Intent to Use) Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; (Based on Use in Commerce) Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Individual retirement account services; Individual retirement account services, namely, investment management services for funding retirement, financial planning and financial administration of retirement plans; Individual retirement account services, namely, namely, investment services, financial planning and financial administration of retirement plans; Individual retirement account services, namely, fund investment services in the field of retirement plans; Individual retirement account services, namely, retirement investment and savings advisory services; Provision of financial information; Financial planning services; Financial planning services, namely, issuance and administration of annuities in conjunction with mutual funds or collective investment trusts; Providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; (Based on Intent to Use) Providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Compiling financial information for business purposes; Providing business information via a website; Providing information and news in the field of business; Information services relating to business matters; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Financial record keeping services for retirement and investment accounts; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; (Based on Intent to Use) Providing temporary use of online non-downloadable calculator software applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for financial planning and management, managing investments, and retirement planning; Providing temporary use of non-downloadable computer software applications for performing queries and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, investments and tax planning, all via computer and communication networks

Downloadable software in the nature of a mobile application for accessing financial records related to employer-sponsored defined contribution plans and defined benefit plans provided to individual retirement and investment accounts; downloadable software in the nature of a mobile application for retirement plan financial record keeping for participants; downloadable software in the nature of a mobile application for financial administration of employee pension plans and retirement plans; downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution, defined benefit plans, individual retirement accounts and individual investment accounts; downloadable software for financial record keeping and retirement fund management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting for processing transactions; downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans; financial record keeping for regulatory compliance purposes; enrollment processing services being administration of employer-sponsored defined contribution and defined benefit plans; financial record keeping services for retirement and investment accounts; Database management; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information via a website; providing information and news in the field of business; business advisory services, consultancy and information; information services relating to business matters; Regulatory compliance consulting in the field of employer-sponsored defined contribution plans; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; providing temporary use of online non-downloadable software applications for financial planning and management, managing investments, and retirement planning; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "FINANCIAL SERVICES"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable reports featuring financial information; Downloadable reports featuring individual financial savings behaviors and actions taken by individuals in preparation for retirement; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed reports featuring financial information; Printed reports featuring individual financial savings behaviors, and actions taken by individuals in preparation for retirement; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing financial information; Providing an interactive website and online computer database in the field of personal finance; Providing financial information pertaining to personal finance, investments, savings, and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments and savings of individuals, by electronic means; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial information for business purposes; Providing business information via a website; Providing information and news in the field of business; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for processing transactions; providing temporary use of on-line non-downloadable software for accessing and reading reports in the field of financial information; Providing temporary use of on-line non-downloadable software for accessing and reading reports in the field of individual financial savings behaviors and actions taken by individuals in preparation for retirement

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "INVESTMENTS"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "WEALTH"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable software in the nature of a mobile application for accessing financial records related to employer-sponsored defined contribution plans and defined benefit plans provided through government agencies and employers and to individual retirement and investment accounts; downloadable software in the nature of a mobile application for retirement plan financial record keeping for participants with regard to plans distributed to institutions, government agencies, and employers; downloadable software in the nature of a mobile application for financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution, defined benefit plans, individual retirement accounts and individual investment accounts; downloadable software for financial record keeping and retirement fund management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for transaction processing in the field of personal finance, banking, investments and accounting; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement and tax planning; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services for managing investment accounts; downloadable computer software and downloadable software applications for trading securities; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing investment transactions, savings, payments, expenses and billing; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to obtain client account and other data about funds and accounts; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for obtaining access to a web site which provides news, information and online financial services; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from investments; downloadable authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts; downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; financial administration of employee pension plans and retirement plans; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and an online computer database in the field of the financial administration of employer-sponsored defined contribution and defined benefit plans; Administration of health savings accounts; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing a wide variety of investment banking services, namely, management of online investment accounts, issuing of atm and debit cards, and credit card payment processing services and providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic transaction services in the nature of credit card transaction processing services via computer and communication networks; providing online investment management services; investment advisory services; retirement fund investment services; retirement plan administration services in the nature of financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans; financial record keeping for regulatory compliance purposes; enrollment processing services being administration of employer-sponsored defined contribution and defined benefit plans; financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; referrals in the field of investment advice and financial planning; directing orders for securities trades by means of computer software and applications for the purpose of directing the trades to the best location for executing such orders; providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; providing industry information relating to the personal finance industry; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing business information via a website; providing information and news in the field of business; business advisory services, consultancy and information; information services relating to business matters; "PERSONAL WEALTH"; Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for banking, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services, namely, Electronic monitoring of personally identifying information to detect identity theft via the internet; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online nondownloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; monitoring of computer systems for security purposes, namely, computer security services for protecting banking, broker, credit card, and other financial account data and information from unauthorized access; electronic monitoring of personally identifying information to detect identity theft via the Internet

Database management; Financial and investments records management services offered through the, organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, security measures, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "WEIGHTING"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, security measures, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "WEIGHTING"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities | Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features | Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance | Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "CAPITAL" and "COMPANY"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features; "CAPITAL" AND "COMPANY"; Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining and managing data in the field of banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of financial planning and management, investments, and retirement planning; Providing temporary use of online non-downloadable software and applications for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information and data in the field of tax planning; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; computer security services, namely, restricting unauthorized access to banking, broker, credit card, and other financial account data and information by users without credentials; electronic monitoring of personally identifying information to detect identity theft via the Internet

"ADVICE AND INCOME"

"IRA"

"PERSONAL"

providing sports facilities; providing recreation facilities; entertainment services in the nature of organizing and presenting live sporting events, games, and matches; entertainment services in the nature of presenting live musical performances; providing guided tours of stadium facilities; providing information in the field of sports and entertainment and related events by means of the internet, telephone, and digital transmission; operating stadium suites for entertainment event-viewing purposes; entertainment services in the nature of professional, amateur, and junior football games; educational services, namely, conducting classes, seminars, and workshops in the field of football; educational services in the nature of football camps and instruction in the nature of football clinics; rental of stadium facilities; organizing and conducting fantasy sports contests, sweepstakes, and online sports competitions; entertainment services, namely, providing new information, online non-downloadable podcasts, web casts, online newsletters, and online journals, namely, blogs, all of the foregoing in the field of sports; entertainment services, namely, conducting contests to obtain entrance to upgraded stadium facilities, restaurants, lounges, and suites; arranging and conducting youth football programs; entertainment services in the nature of fantasy football leagues; ticket reservation and booking services for entertainment, cultural, and sporting events; providing a sports broadcasting website featuring non-downloadable videos in the field of sports; entertainment services, namely, rental of stadium facilities; bags, namely, sports and duffel bags, backpacks, fanny packs, tote bags; work bags, namely, messenger bags, briefcases, and briefcase-type portfolios; purses, handbags; wallets; credit card cases and holders; umbrellas; novelty desktop business card holders; wrapping paper; paper gift boxes; stickers; paper napkins; paper lunch bags; paper towels; notepads bumper stickers; decals; paper pennants; paper flags; paper banners; greeting cards; paperweights; pens and pen sets; photographs; football trading cards; yearbooks in the field of professional sports; scorecards; printed materials, namely, printed tickets; posters; postcards; souvenir programs concerning professional sporting events, concerts, conventions, community festival events, consumer shows, trade shows, and educational events; greeting cards; non-metal money clips; event programs; printed media guides for sporting and entertainment events; printed calendars; men's, women's, and children's clothing, namely, caps being headwear, hats, visors being headwear, headbands, ear muffs, belts, wristbands as clothing, t-shirts, tank tops, pajamas and sleep wear, tops as clothing, shirts, sweaters, sweatshirts, jackets, vests, ponchos, capes, neckties, suspenders, cloth bibs, jerseys, coats, robes, parkas, ponchos, gloves, scarves, snow suits, mittens, aprons, bottoms as clothing, shorts, sweatpants, jeans, pants, leggings, tights, skirts, dresses, socks, underwear, swimwear; footwear; promoting business events, sports competitions, and entertainment events of others; promotional sponsorship of sporting and entertainment events; providing concession stands featuring food, beverages, clothing, sporting equipment, and souvenirs; promoting sponsorship of sports and entertainment events; providing facilities for business meetings; electronic billboard advertising; development, operation, and administration of digital signage systems and digital advertising systems for others, namely, providing advertising space by electronic means and global computer information networks; retail store services and online retail store services featuring licensed merchandise; "FIELD" FOR CLASSES 35, 41 AND 43; arena services, namely, providing general purposes facilities for sports, concerts, conventions, community festival events, business events, consumer shows, trade shows, artistic activities, and educational events; providing social function facilities in the nature of stadium suites for event-viewing purposes; restaurant, bar, and catering services

providing sports facilities; providing recreation facilities; entertainment services in the nature of organizing and presenting live sporting events, games, and matches; entertainment services in the nature of presenting live musical performances; providing guided tours of stadium facilities; providing information in the field of sports and entertainment and related events by means of the internet, telephone, and digital transmission; operating stadium suites for entertainment event-viewing purposes; entertainment services in the nature of professional, amateur, and junior football games; educational services, namely, conducting classes, seminars, and workshops in the field of football; educational services in the nature of football camps and instruction in the nature of football clinics; rental of stadium facilities; organizing and conducting fantasy sports contests, sweepstakes, and online sports competitions; entertainment services, namely, providing new information, online non-downloadable podcasts, web casts, online newsletters, and online journals, namely, blogs, all of the foregoing in the field of sports; entertainment services, namely, conducting contests to obtain entrance to upgraded stadium facilities, restaurants, lounges, and suites; arranging and conducting youth football programs; entertainment services in the nature of fantasy football leagues; ticket reservation and booking services for entertainment, cultural, and sporting events; providing a sports broadcasting website featuring non-downloadable videos in the field of sports; entertainment services, namely, rental of stadium facilities; promoting business events, sports competitions, and entertainment events of others; promotional sponsorship of sporting and entertainment events; providing concession stands featuring food, beverages, clothing, sporting equipment, and souvenirs; promoting sponsorship of sports and entertainment events; providing facilities for business meetings; electronic billboard advertising; development, operation, and administration of digital signage systems and digital advertising systems for others, namely, providing advertising space by electronic means and global computer information networks; retail store services and online retail store services featuring licensed merchandise; "FIELD" FOR CLASSES 35, 41 AND 43; arena services, namely, providing general purposes facilities for sports, concerts, conventions, community festival events, business events, consumer shows, trade shows, artistic activities, and educational events; providing social function facilities in the nature of stadium suites for event-viewing purposes; restaurant, bar, and catering services

bags, namely, sports and duffel bags, backpacks, tote bags; work bags, namely, messenger bags, briefcases, and briefcase-type portfolios; purses, handbags; men's and women's clothing, namely, caps being headwear, hats, visors being headwear, t-shirts, tops as clothing, shirts, sweaters, sweatshirts, jackets, vests, coats, scarves; "FIELD" FOR CLASSES 35, 41 AND 43

bags, namely, sports and duffel bags, backpacks, tote bags; work bags, namely, messenger bags, briefcases, and briefcase-type portfolios; purses, handbags; men's and women's clothing, namely, caps being headwear, hats, visors being headwear, t-shirts, tops as clothing, shirts, sweaters, sweatshirts, jackets, vests, coats, scarves; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43 AND "MILE HIGH" FOR CLASSES 16, 18 AND 25

"FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43 AND "MILE HIGH" FOR CLASSES 16, 18 AND 25

bags, namely, sports and duffel bags, backpacks, tote bags; work bags, namely, messenger bags, briefcases, and briefcase-type portfolios; purses, handbags; men's and women's clothing, namely, caps being headwear, hats, visors being headwear, t-shirts, tops as clothing, shirts, sweaters, sweatshirts, jackets, vests, coats, scarves; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43 AND "MILE HIGH" FOR CLASSES 16, 18 AND 25

providing sports facilities; providing recreation facilities; entertainment services in the nature of organizing and presenting live sporting events, games, and matches; entertainment services in the nature of presenting live musical performances; providing guided tours of stadium facilities; providing information in the field of sports and entertainment and related events by means of the internet, telephone, and digital transmission; operating stadium suites for entertainment event-viewing purposes; entertainment services in the nature of professional, amateur, and junior football games; educational services, namely, conducting classes, seminars, and workshops in the field of football; educational services in the nature of football camps and instruction in the nature of football clinics; rental of stadium facilities; organizing and conducting fantasy sports contests, sweepstakes, and online sports competitions; entertainment services, namely, providing new information, online non-downloadable podcasts, web casts, online newsletters, and online journals, namely, blogs, all of the foregoing in the field of sports; entertainment services, namely, conducting contests to obtain entrance to upgraded stadium facilities, restaurants, lounges, and suites; arranging and conducting youth football programs; entertainment services in the nature of fantasy football leagues; ticket reservation and booking services for entertainment, cultural, and sporting events; providing a sports broadcasting website featuring non-downloadable videos in the field of sports; entertainment services, namely, rental of stadium facilities; promoting business events, sports competitions, and entertainment events of others; promotional sponsorship of sporting and entertainment events; providing concession stands featuring food, beverages, clothing, sporting equipment, and souvenirs; promoting sponsorship of sports and entertainment events; providing facilities for business meetings; electronic billboard advertising; development, operation, and administration of digital signage systems and digital advertising systems for others, namely, providing advertising space by electronic means and global computer information networks; retail store services and online retail store services featuring licensed merchandise; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43; arena services, namely, providing general purposes facilities for sports, concerts, conventions, community festival events, business events, consumer shows, trade shows, artistic activities, and educational events; providing social function facilities in the nature of stadium suites for event-viewing purposes; restaurant, bar, and catering services

providing sports facilities; providing recreation facilities; entertainment services in the nature of organizing and presenting live sporting events, games, and matches; entertainment services in the nature of presenting live musical performances; providing guided tours of stadium facilities; providing information in the field of sports and entertainment and related events by means of the internet, telephone, and digital transmission; operating stadium suites for entertainment event-viewing purposes; entertainment services in the nature of professional, amateur, and junior football games; educational services, namely, conducting classes, seminars, and workshops in the field of football; educational services in the nature of football camps and instruction in the nature of football clinics; rental of stadium facilities; organizing and conducting fantasy sports contests, sweepstakes, and online sports competitions; entertainment services, namely, providing new information, online non-downloadable podcasts, web casts, online newsletters, and online journals, namely, blogs, all of the foregoing in the field of sports; entertainment services, namely, conducting contests to obtain entrance to upgraded stadium facilities, restaurants, lounges, and suites; arranging and conducting youth football programs; entertainment services in the nature of fantasy football leagues; ticket reservation and booking services for entertainment, cultural, and sporting events; providing a sports broadcasting website featuring non-downloadable videos in the field of sports; entertainment services, namely, rental of stadium facilities; promoting business events, sports competitions, and entertainment events of others; promotional sponsorship of sporting and entertainment events; providing concession stands featuring food, beverages, clothing, sporting equipment, and souvenirs; promoting sponsorship of sports and entertainment events; providing facilities for business meetings; electronic billboard advertising; development, operation, and administration of digital signage systems and digital advertising systems for others, namely, providing advertising space by electronic means and global computer information networks; retail store services and online retail store services featuring licensed merchandise; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43; arena services, namely, providing general purposes facilities for sports, concerts, conventions, community festival events, business events, consumer shows, trade shows, artistic activities, and educational events; providing social function facilities in the nature of stadium suites for event-viewing purposes; restaurant, bar, and catering services

providing sports facilities; providing recreation facilities; entertainment services in the nature of organizing and presenting live sporting events, games, and matches; entertainment services in the nature of presenting live musical performances; providing guided tours of stadium facilities; providing information in the field of sports and entertainment and related events by means of the internet, telephone, and digital transmission; operating stadium suites for entertainment event-viewing purposes; entertainment services in the nature of professional, amateur, and junior football games; educational services, namely, conducting classes, seminars, and workshops in the field of football; educational services in the nature of football camps and instruction in the nature of football clinics; rental of stadium facilities; organizing and conducting fantasy sports contests, sweepstakes, and online sports competitions; entertainment services, namely, providing new information, online non-downloadable podcasts, web casts, online newsletters, and online journals, namely, blogs, all of the foregoing in the field of sports; entertainment services, namely, conducting contests to obtain entrance to upgraded stadium facilities, restaurants, lounges, and suites; arranging and conducting youth football programs; entertainment services in the nature of fantasy football leagues; ticket reservation and booking services for entertainment, cultural, and sporting events; providing a sports broadcasting website featuring non-downloadable videos in the field of sports; entertainment services, namely, rental of stadium facilities; promoting business events, sports competitions, and entertainment events of others; promotional sponsorship of sporting and entertainment events; providing concession stands featuring food, beverages, clothing, sporting equipment, and souvenirs; promoting sponsorship of sports and entertainment events; providing facilities for business meetings; electronic billboard advertising; development, operation, and administration of digital signage systems and digital advertising systems for others, namely, providing advertising space by electronic means and global computer information networks; retail store services and online retail store services featuring licensed merchandise; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43; arena services, namely, providing general purposes facilities for sports, concerts, conventions, community festival events, business events, consumer shows, trade shows, artistic activities, and educational events; providing social function facilities in the nature of stadium suites for event-viewing purposes; restaurant, bar, and catering services

providing sports facilities; providing recreation facilities; entertainment services in the nature of organizing and presenting live sporting events, games, and matches; entertainment services in the nature of presenting live musical performances; providing guided tours of stadium facilities; providing information in the field of sports and entertainment and related events by means of the internet, telephone, and digital transmission; operating stadium suites for entertainment event-viewing purposes; entertainment services in the nature of professional, amateur, and junior football games; educational services, namely, conducting classes, seminars, and workshops in the field of football; educational services in the nature of football camps and instruction in the nature of football clinics; rental of stadium facilities; organizing and conducting fantasy sports contests, sweepstakes, and online sports competitions; entertainment services, namely, providing new information, online non-downloadable podcasts, web casts, online newsletters, and online journals, namely, blogs, all of the foregoing in the field of sports; entertainment services, namely, conducting contests to obtain entrance to upgraded stadium facilities, restaurants, lounges, and suites; arranging and conducting youth football programs; entertainment services in the nature of fantasy football leagues; ticket reservation and booking services for entertainment, cultural, and sporting events; providing a sports broadcasting website featuring non-downloadable videos in the field of sports; entertainment services, namely, rental of stadium facilities; promoting business events, sports competitions, and entertainment events of others; promotional sponsorship of sporting and entertainment events; providing concession stands featuring food, beverages, clothing, sporting equipment, and souvenirs; promoting sponsorship of sports and entertainment events; providing facilities for business meetings; electronic billboard advertising; development, operation, and administration of digital signage systems and digital advertising systems for others, namely, providing advertising space by electronic means and global computer information networks; retail store services and online retail store services featuring licensed merchandise; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43; arena services, namely, providing general purposes facilities for sports, concerts, conventions, community festival events, business events, consumer shows, trade shows, artistic activities, and educational events; providing social function facilities in the nature of stadium suites for event-viewing purposes; restaurant, bar, and catering services

providing sports facilities; providing recreation facilities; entertainment services in the nature of organizing and presenting live sporting events, games, and matches; entertainment services in the nature of presenting live musical performances; providing guided tours of stadium facilities; providing information in the field of sports and entertainment and related events by means of the internet, telephone, and digital transmission; operating stadium suites for entertainment event-viewing purposes; entertainment services in the nature of professional, amateur, and junior football games; educational services, namely, conducting classes, seminars, and workshops in the field of football; educational services in the nature of football camps and instruction in the nature of football clinics; rental of stadium facilities; organizing and conducting fantasy sports contests, sweepstakes, and online sports competitions; entertainment services, namely, providing new information, online non-downloadable podcasts, web casts, online newsletters, and online journals, namely, blogs, all of the foregoing in the field of sports; entertainment services, namely, conducting contests to obtain entrance to upgraded stadium facilities, restaurants, lounges, and suites; arranging and conducting youth football programs; entertainment services in the nature of fantasy football leagues; ticket reservation and booking services for entertainment, cultural, and sporting events; providing a sports broadcasting website featuring non-downloadable videos in the field of sports; entertainment services, namely, rental of stadium facilities; promoting business events, sports competitions, and entertainment events of others; promotional sponsorship of sporting and entertainment events; providing concession stands featuring food, beverages, clothing, sporting equipment, and souvenirs; promoting sponsorship of sports and entertainment events; providing facilities for business meetings; electronic billboard advertising; development, operation, and administration of digital signage systems and digital advertising systems for others, namely, providing advertising space by electronic means and global computer information networks; retail store services and online retail store services featuring licensed merchandise; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43 AND "MILE HIGH" FOR CLASSES 16, 18 AND 25; arena services, namely, providing general purposes facilities for sports, concerts, conventions, community festival events, business events, consumer shows, trade shows, artistic activities, and educational events; providing social function facilities in the nature of stadium suites for event-viewing purposes; restaurant, bar, and catering services

bags, namely, sports and duffel bags, backpacks, tote bags; work bags, namely, messenger bags, briefcases, and briefcase-type portfolios; purses, handbags; men's and women's clothing, namely, caps being headwear, hats, visors being headwear, t-shirts, tops as clothing, shirts, sweaters, sweatshirts, jackets, vests, coats, scarves; "FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43 AND "MILE HIGH" FOR CLASSES 16, 18 AND 25

"FIELD AT MILE HIGH" FOR CLASSES 35, 41 AND 43 AND "MILE HIGH" FOR CLASSES 16, 18 AND 25

Financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and online computer database information in the field of employer-sponsored defined contribution; all excluding services in the fields of real estate, banking, and venture capital; Financial record keeping for employer-sponsored defined contribution plans, solely for institutions, government agencies, and employers; Regulatory compliance consulting in the field of employer-sponsored defined contribution plans, solely for institutions, government agencies, and employers; "SELECT"

Financial administration of employee pension plans and retirement plans provided to institutions, government agencies, and employers; administration of health savings accounts; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit plans; annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; all excluding services in the fields of insurance, real estate, banking, and venture capital; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans for institutions, government agencies, and employers; financial record keeping for services provided solely to institutions, government agencies, and employers for regulatory compliance purposes; enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided to institutions, government agencies, and employers; financial record keeping services for health savings accounts provided to institutions, government agencies, and employers; "RETIREMENT"

Financial administration of employee pension plans and retirement plans provided to institutions, government agencies, and employers; administration of health savings accounts; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit plans; annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; all excluding services in the fields of insurance, real estate, banking, and venture capital; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans for institutions, government agencies, and employers; financial record keeping for services provided solely to institutions, government agencies, and employers for regulatory compliance purposes; enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided to institutions, government agencies, and employers; financial record keeping services for health savings accounts provided to institutions, government agencies, and employers; "RETIREMENT"